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Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® is listed as Director of Risk Management at AKAM Living Services, Inc., a with 483 employees, based in Wayne, New Jersey, United States. AeroLeads shows phone signal with area code 201 and a matched LinkedIn profile for Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®.
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® previously worked as Consultant, Public Speaker, Moderator at Boaks Advisors and Private Client Risk Manager, P&C at Usi Insurance Services. Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® holds Darla More School Of Business, Bachelor Of Science, Finance & Marketing from University Of South Carolina.
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Property and Casualty Risk Manager, Public Speaker, Consultant, Advisor, Educator and Connector. Learn how Fee-Only Property and Casualty Insurance Risk Management can protect your clients largest exposure. https://www.youtube.com/c/boaksadvisors
Listed skills include Property And Casualty Insurance, Insurance, Risk Management, Disability Insurance, and 11 others.
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New York City Metropolitan Area
Providing Insurance Risk Management for AKAM and over 360 high end condo, co-op, and HOA properties that AKAM provides property management services for in NYC and South FLA.www.AKAM.com
New York City Metropolitan Area
• Consultant: Fee-Only Personal Property and Casualty Risk Management for clients of family offices, wealth managers, CPA's and other advisers.• Public Speaker: Do You Have Your Biggest Risks Covered? Understand how property and casualty exposures relate to comprehensive wealth management and estate planning. Advisors learn what the exposures are and the questions to ask to discover a potential problem, then refer to the proper expert. Webinar programs available.• Moderator: The Brewers… Show more • Consultant: Fee-Only Personal Property and Casualty Risk Management for clients of family offices, wealth managers, CPA's and other advisers.• Public Speaker: Do You Have Your Biggest Risks Covered? Understand how property and casualty exposures relate to comprehensive wealth management and estate planning. Advisors learn what the exposures are and the questions to ask to discover a potential problem, then refer to the proper expert. Webinar programs available.• Moderator: The Brewers Roundtable: Peer-learning forum for brewery owners. National and Individual State Programs available. On the Univ. of VT Craft Brewers Program Advisory Board.www.BOAKS.com Show less
New York City Metropolitan Area
• Risk Management of Private Client personal property and casualty • Created and presented risk management educational programs for wealth managers, T&E lawyers, and CPA’s
Teaneck Nj
• Insurance Risk Manager for Private Client, craft breweries and distilleries • Founded the Brewers Roundtable, a moderated peer-learning forum, for brewery owners to determine best practices for their company
Pompton Lakes Nj
• Built relationships with two breweries and six distributors to brew and distribute BOAKS craft beer throughout New Jersey and Pennsylvania. • Awarded People’s Choice, Best in Class and Best in Show at festivals and competitions.
Teaneck Nj
• Recruited to develop the Private Client Risk Management Department • Managed book of Private Client property and casualty policies• Created The Lifestyle and Risk Analysis to provided personal property and casualty risk management for business owners, highly successful families and family office clients• Worked with T&E Lawyers, CPA’s Wealth Managers, Fine Art and other advisors for highly successful families to analyze and designed insurance programs either on a fee basis or as… Show more • Recruited to develop the Private Client Risk Management Department • Managed book of Private Client property and casualty policies• Created The Lifestyle and Risk Analysis to provided personal property and casualty risk management for business owners, highly successful families and family office clients• Worked with T&E Lawyers, CPA’s Wealth Managers, Fine Art and other advisors for highly successful families to analyze and designed insurance programs either on a fee basis or as the broker• Speaker at Financial Planners Association Annual Conference – Property and Casualty Exposures of Highly Successful Families • Guest lecturer California Lutheran University MBA in Financial Planning Show less
• Built book of business protected families with Property and Casualty, Life, Health, Disability, Long Term Care, Mutual Funds and Annuities• Managed a team of 10 Agents • Trained new agents through The American College• Partnered with another agent to grow a financial planning firm
Other employees you can reach at akam.com. View company contacts for 483 employees →
Ricardo Perez
Colleague at Akam Living Services, Inc.West Palm Beach, Florida, United States
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YC
Yajaira Crespo
Colleague at Akam Living Services, Inc.Bronx, New York, United States
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GH
Gazmir Hasa
Colleague at Akam Living Services, Inc.New York, United States
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VJ
Valentina Juliao, Lcam
Colleague at Akam Living Services, Inc.Miami, Florida, United States
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MF
Messera Fischer
Colleague at Akam Living Services, Inc.New York, United States
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LG
Luis Giano
Colleague at Akam Living Services, Inc.Queens County, New York, United States
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LB
Lia Bukhowa, Pmp
Colleague at Akam Living Services, Inc.New York City Metropolitan Area, United States
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RR
Rod Ruiz
Colleague at Akam Living Services, Inc.New York City Metropolitan Area, United States
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RD
Ray De Guzman
Colleague at Akam Living Services, Inc.New York, United States
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LV
Luis Valenzuela
Colleague at Akam Living Services, Inc.Brooklyn, New York, United States
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The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning. It is awarded.
CPRIA Certification is a series of six segments with corresponding exams offered through PRMA University online campus for professional.
Quick answers generated from the profile data available on this page.
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® works for AKAM Living Services, Inc..
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® is listed as Director of Risk Management at AKAM Living Services, Inc..
AeroLeads has found 2 phone signal(s) with area code 201 for Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® at AKAM Living Services, Inc..
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® is based in Wayne, New Jersey, United States while working with AKAM Living Services, Inc..
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® has worked for Akam Living Services, Inc., Boaks Advisors, Usi Insurance Services, Risk Strategies Company, and Boaks Beer.
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s colleagues at AKAM Living Services, Inc. include Ricardo Perez, Yajaira Crespo, Gazmir Hasa, Valentina Juliao, Lcam, and Messera Fischer.
You can use AeroLeads to view verified contact signals for Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® at AKAM Living Services, Inc., including work email, phone, and LinkedIn data when available.
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® holds Darla More School Of Business, Bachelor Of Science, Finance & Marketing from University Of South Carolina.
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® is listed with skills including Property And Casualty Insurance, Insurance, Risk Management, Disability Insurance, Casualty, Liability, High Net Worth Individuals, and General Insurance.
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